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SIS

Sound Income Strategies Portfolio holdings

AUM $2.07B
1-Year Est. Return 4.34%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+4.34%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$869M
AUM Growth
+$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
976
New
Increased
Reduced
Closed

Top Buys

1
+$6.89M
2
+$3.03M
3
+$1.78M
4
EMHY icon
iShares JPMorgan EM High Yield Bond ETF
EMHY
+$1.71M
5
FLG
Flagstar Bank National Association
FLG
+$1.62M

Top Sells

1
+$3.89M
2
+$2.06M
3
+$1.27M
4
GM icon
General Motors
GM
+$1.12M
5
IG icon
Principal Investment Grade Corporate Active ETF
IG
+$1.12M

Sector Composition

1 Financials 28.08%
2 Real Estate 5.35%
3 Healthcare 4.84%
4 Consumer Discretionary 4.74%
5 Technology 4.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
851
$1K ﹤0.01%
74
852
$1K ﹤0.01%
9
853
$1K ﹤0.01%
3
854
$1K ﹤0.01%
61
855
$1K ﹤0.01%
100
856
$1K ﹤0.01%
350
857
$1K ﹤0.01%
22
858
$1K ﹤0.01%
7
859
$1K ﹤0.01%
22
860
$1K ﹤0.01%
100
861
$1K ﹤0.01%
18
862
$1K ﹤0.01%
16
+13
863
$1K ﹤0.01%
8
864
– –
-250
865
– –
-1,000
866
– –
-357
867
– –
-60
868
$0 ﹤0.01%
17
869
– –
-200
870
$0 ﹤0.01%
+2
871
$0 ﹤0.01%
+5
872
$0 ﹤0.01%
1
873
$0 ﹤0.01%
+5
874
$0 ﹤0.01%
5
875
$0 ﹤0.01%
2
33 34
35
36 37